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Checklist for 409A Valuations

  • 1.  Checklist for 409A Valuations

    Posted 01-16-2020 01:50 PM
      |   view attached
    We recently had a request to conduct a 409A valuation for a technology company and used the attached document to gather the data. A 409A valuation is required by the IRS to be conducted at least annually for companies that offer employees stock as compensation.  We hope you find this checklist useful.

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    Evan Levine
    COMPLETE ADVISORS
    VALLEY STREAM NY
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    Attachment(s)

    pdf
    Checklist for 409A valuations.pdf   36 KB 1 version


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